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Categories Opportunities & Quotes
Created by Guest
Created on May 6, 2024

RELATED IDEAS

More Flexibility in Defining Defaults

Most defaults are currently overall defaults and apply to all users. Would like more flexability to allow defaults for groups of users and/or a specific user to match their workflow. Some of the ares this could apply to are:

  • Locations

  • Email Templates

  • Proposal Templates

  • Attach files
  • +1
1 MERGED

Private Location Template

Merged
Like a private snippet, a private location template. When working on multiple quotes or opportunities it would save time creating the same template for each new quote without it having to go company wide.
Guest 4 months ago in Opportunities & Quotes 0
1 MERGED

User Profiles

Merged
Currently all payment terms, email templates, change order templates, and many of the custom settings are defaulted at the organization level, rather than individual users. it's imperative that these be tied to the user rather than the organizatio...
Guest 5 months ago in General UI/UX 0